Category: Insider

Insider
Chris MacIntosh

Insider Weekly: Time To Get Long Agriculture?

Hello and welcome back. Sheesh… what a week. But first: LA sunset courtesy of Insider member Kasra. Magical! And then one that looks like a watercolour painting from subscriber Michael from Idaho. Taken in Cabo San Lucas, Mexico. I’ve never touched drugs in my life, but I imagine this is

Read More »
Insider
Chris MacIntosh

Insider Weekly: Let’s Talk Value In Europe

Welcome back! This shot was taken by your fellow Insider member James whilst out walking his brother’s dog about a mile North of Maryport on England’s Northwest Coast. The view is across the Solway Firth to Galloway, Scotland. And these below come from member Bob who was on vacation in

Read More »
Insider
Chris MacIntosh

Time To Review Our Tesla Trade

Let’s review our Tesla trade… In June last year we put out a bearish Alert on Tesla. We want to bring you an update to this Alert as we believe recent developments are pushing Tesla ever so close to becoming another Enron (hero to zero) trade. Sure, that is a

Read More »

Insider Weekly: The Case For Ignoring Wall Street Noise

Welcome back! This week we’ve a lot of everything, beginning with photos. Usually I pick one but today I’ve included quite a few… because well why the hell not. Yup, this one is Australia. And believe it or not, the Aussies do have snow. If you look at the distant

Read More »
Insider
Chris MacIntosh

12 Reasons To Be Overly Bullish On This Market

Don your hazmat suits, we’re going back in… again (3rd time real lucky). Uranium: The Beautiful Long-Term Setup The tick is clocking on the bullish setup for uranium miners. Boy, is this one asymmetric trade. The longer uranium prices stay where they are, the more capacity shut-downs will occur and

Read More »
Insider
Chris MacIntosh

Insider Weekly: How To Structure Your Insider Portfolio

Welcome back! Redondo beach, CA, USA. Hat tip goes to your fellow member Kasra. And a reminder to send me your best stunning, gorgeous, amazing sunset… or sunrise shots. Because let’s face it, life is just better with beauty (at least that’s what I tell my wife). This Week’s Musings

Read More »
Insider
Chris MacIntosh

Portfolio Update: Portfolio Management & Oil Trades

Each month I want to do a quick portfolio update and discuss issues surrounding the portfolio. I find that in our quest here to find deep value high payoff situations and because each situation that we invest in generally has a long term time frame, I often neglect to talk

Read More »
Insider
Chris MacIntosh

Insider Weekly: Uranium Is Moving

Welcome back! I snapped this just this morning after the first coffee had made its way through my veins. So a sunrise instead of a sunset. Awesome nonetheless. Last week you didn’t receive a Weekly. That was by design as we published an update on the European banks as well

Read More »